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Rufus Attribution from Bravura Solutions
Integrated performance measurement and attribution management for fund administrators and asset managers; equity and fixed income attribution, customizable models, robust reporting and workflow capabilities.
Product analysis by function
Performance Attribution Systems for Portfolio Management
Solutions that analyze and decompose investment performance to identify sources of returns and attribution to specific investment decisions, sectors, or factors. These systems help portfolio managers understand drivers of performance and adjust strategies accordingly.
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Data Integration
(4 Yes /4 Known /10 Possible features)
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Multi-Source Data Ingestion Ability to import data from multiple custodians, fund administrators, market data vendors, and internal systems. |
Product notes indicate 'integrated performance measurement and attribution management' for fund administrators and managers, suggesting support for ingesting data from multiple sources including custodians and administrators. | |
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Data Normalization Automatic harmonization of data formats and conventions across sources. |
Customizable models and workflow imply support for automatic harmonization (normalization) of data formats and conventions. | |
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Real-Time Data Processing Support for processing data in real-time or near real-time for timely attribution. |
No information available | |
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Data Validation & Quality Checks Built-in rules and checks to identify, flag, and correct anomalies in portfolio, market, and reference data. |
No information available | |
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Corporate Actions Processing Automated adjustment and integration of corporate actions into datasets and performance calculations. |
No information available | |
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Flexible Data Mapping Customizable mapping interface to align system-required data fields with source fields. |
Reference to robust workflow capabilities and data integration suggests available flexible/custom data mapping interfaces for sources. | |
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Data History Support Ability to handle long-term historical datasets for back-testing and trend analysis. |
No information available | |
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Data Upload Speed Rate at which the system can upload data files. |
No information available | |
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Automated Data Refresh Frequency How often data feeds can be automatically refreshed. |
No information available | |
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API Availability Provision of APIs for data integration with other platforms. |
Modern attribution system; API access is typically core in this product category and is further suggested by 'integrated management' in marketing notes. |
Attribution Methodologies
(4 Yes /4 Known /12 Possible features)
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Multi-Level Attribution Analysis Support for total, top-down, bottom-up, Brinson, factor-based and hybrid attribution models. |
Notes specify 'equity and fixed income attribution,' and 'customizable models,' suggesting multiple attribution models supported. | |
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Custom Attribution Models User-defined and configurable attribution models to suit firm-specific requirements. |
Customizable models directly noted in product summary. | |
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Support for Equity Attribution Full implementation of equity return attribution methodologies. |
Explicitly says 'equity attribution' is supported. | |
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Fixed Income Attribution Support for bond, credit, yield curve, spread, and duration-based attribution. |
'Fixed income attribution' present in product description. | |
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Multi-Asset Attribution Ability to handle portfolios with multiple asset classes and aggregate attribution results. |
No information available | |
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Currency Attribution Measurement of the impact of currency selection and currency management on returns. |
No information available | |
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Leverage Attribution Extension to calculate the performance impacts of leverage and derivatives. |
No information available | |
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Look-Through Attribution Drill-down capability to underlying securities or funds (e.g., ETFs, mutual funds). |
No information available | |
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Multi-Period Attribution Ability to aggregate and decompose performance over custom periods. |
No information available | |
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Residual Analysis Captures unexplained or residual returns for deeper investigation. |
No information available | |
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Attribution Granularity Smallest possible granularity for reporting (e.g., sector, region, security). |
No information available | |
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Turnover Attribution Measures impact of trading activity on performance. |
No information available |
Accuracy and Calculation Quality
(0 Yes /0 Known /9 Possible features)
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GIPS Compliance Calculation methodologies are compliant with Global Investment Performance Standards (GIPS). |
No information available | |
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Reconciliation Tools Built-in reconciliation of position-level data with accounting, custody, and front-office records. |
No information available | |
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Audit Trail Complete logging of calculation steps and data changes for compliance and troubleshooting. |
No information available | |
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Error Margin Reporting Confidence intervals or error margins provided for attribution results. |
No information available | |
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Simultaneous Multi-Period Calculations Ability to perform calculations for multiple periods in parallel. |
No information available | |
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Customizable Holiday Calendars Allows choosing/defining holiday calendars for date-sensitive calculations. |
No information available | |
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Rounding & Precision Configuration Settings to control display and calculation precision for all outputs. |
No information available | |
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Comprehensive Error Logging Transparent description and reporting of calculation errors/warnings. |
No information available | |
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Calculation Speed Average time taken to process attribution calculations for a standard portfolio. |
No information available |
Reporting & Visualization
(2 Yes /2 Known /9 Possible features)
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Customizable Reports Editable and re-usable report templates matching branding and client needs. |
'Robust reporting' implies the presence of customizable/templated reports. | |
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Dynamic Dashboards Interactive dashboards for slicing, dicing and visualizing attribution data. |
'Robust reporting and workflow capabilities' likely includes interactive dashboards for visualization. | |
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Export Formats Ability to export results in PDF, Excel, CSV, PPT, and more. |
No information available | |
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Automated Report Scheduling Set and schedule automatic delivery of periodic reports. |
No information available | |
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Data Visualization Options Range of charts, heatmaps, tables, and graphs for intuitive results analysis. |
No information available | |
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Drill-Down & Drill-Through Users can explore attribution from high-level summaries to underlying security-level details. |
No information available | |
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Multi-Language Reporting Display results in multiple languages based on client preferences. |
No information available | |
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Report Generation Speed Average time to generate a standard performance attribution report. |
No information available | |
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Accessibility Features Support for accessibility (e.g., screen readers, colorblind palettes) in all reports and dashboards. |
. | No information available |
User Access and Security
(0 Yes /0 Known /8 Possible features)
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Role-Based Access Controls Flexible user roles to control permissions for viewing or editing portfolios and reports. |
No information available | |
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Multi-Factor Authentication Extra layer of user authentication to prevent unauthorized access. |
No information available | |
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Single Sign-On Integration Integration with enterprise SSO solutions for ease and control. |
No information available | |
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Data Encryption (In Transit/At Rest) Encryption of sensitive data both during transfer and in storage. |
No information available | |
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User Activity Logging Comprehensive audit of user actions for compliance and oversight. |
No information available | |
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Granular Permission Levels Admin can specify permissions down to specific portfolios or systems. |
No information available | |
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Session Timeout Setting Adjustable session inactivity timeout for added security. |
No information available | |
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Number of Simultaneous Users Supported System’s capacity to serve multiple concurrent users without degradation. |
No information available |
Scalability & Performance
(0 Yes /0 Known /7 Possible features)
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Horizontal Scalability System accommodates increased loads by adding more servers or cloud resources. |
No information available | |
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Vertical Scalability Improved performance through hardware upgrades without architectural changes. |
No information available | |
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Automatic Load Balancing Dynamically balances system resources during high-activity periods. |
No information available | |
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Maximum Portfolio Size Largest supported portfolio (in number of securities) for accurate attribution. |
No information available | |
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Maximum Portfolios Supported Total portfolios the system can process in parallel. |
No information available | |
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Latency under Load Average response time when handling system’s maximum load. |
No information available | |
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Concurrent Calculations Capability Number of attribution calculations processed in parallel. |
No information available |
Automation & Workflow Management
(4 Yes /4 Known /6 Possible features)
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Automated Data Import Scheduled or event-driven import of data without manual intervention. |
Product is workflow-oriented; automated data import is typically standard in this segment. | |
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Automated Exception Handling Systematic treatment of data or calculation issues with notification and escalation. |
'Robust workflow' capabilities typically include the ability to systematically handle exceptions and escalate issues. | |
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Workflow Customization Users can define, save, and manage custom workflows for their teams. |
Workflow customization inferred from 'robust workflow capabilities' and the need for configurable attribution processes. | |
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Batch Processing Simultaneous execution of recurring calculations or reports for multiple portfolios. |
No information available | |
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Alerting & Notification Automated alerts for issues like data delays, reconciliation failures, or unusual results. |
'Robust reporting and workflow' capabilities typically include automated alerts and notifications for data or calculation issues. | |
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Workflow Audit and Tracking Complete history of all automated and manual process execution. |
No information available |
Compliance & Regulatory Support
(0 Yes /0 Known /5 Possible features)
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Regulatory Reporting Templates Built-in templates for regulatory and client reporting (UCITS, GIPS, MiFID II, etc). |
No information available | |
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Audit Readiness Capabilities to produce structured logs and documentation required for audits. |
No information available | |
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Regulatory Framework Updates Timely system updates when new rules apply to performance and attribution. |
No information available | |
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Data Retention Controls Ability to manage historical data storage per retention policies. |
No information available | |
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Client-Specific Compliance Configuration Tailoring outputs to unique compliance needs of clients. |
No information available |
Integration & Extensibility
(2 Yes /2 Known /6 Possible features)
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Open API Access Rich, documented APIs for data query, update, and systems integration. |
No information available | |
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Plugin Framework Support for firm-specific modules, custom analytics, or reporting plugins. |
No information available | |
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Bidirectional Data Flows Export and re-import enriched or augmented attribution data. |
No information available | |
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Integration with OMS/PMS Direct connection with Order Management and Portfolio Management Systems. |
Integrated management for asset managers and administrators, requiring integration with OMS/PMS. | |
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Third-Party Data Provider Integration Plug-and-play integration with major market and reference data vendors. |
Multi-source ingestion and robust workflow imply integration with market data providers. | |
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Webhooks / Event Hooks Trigger actions in other systems based on events in the attribution platform. |
No information available |
Client Support & Training
(0 Yes /0 Known /6 Possible features)
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Dedicated Account Management Each client has a dedicated manager or team for support and relationship management. |
No information available | |
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24/7 Technical Support Round-the-clock support availability for critical issues. |
No information available | |
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Onboarding & Training Programs Structured onboarding, documentation, and in-person or online training. |
No information available | |
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Knowledgebase Access Comprehensive online documentation, FAQ, and tutorials. |
No information available | |
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User Community Access to forums or user groups to share best practices. |
No information available | |
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Response Time SLA Guaranteed maximum initial response time for support requests. |
No information available |
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